sorry not so much the commodities but more the downstream building materials sector...thinking the like of james hardy.. boral etc. wish id bought james hardy when it was reccomended by intelligent investor in may last year ! it was about 19$. now 34. and a good quality company. in terms of commodities i cant ignore the overwhelming chorus of analysts suggesting copper has only just started its run citing supply issues to extend for 5 years.....another wish i had!
